Market take BlackRock
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From the BlackRock Investment Institute, Market take is a quick, weekly digest on what's driving markets. The podcast series provides investing insights and analysis across asset classes, investment strategies and borders – all to help our clients and portfolio managers navigate financial markets.
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Not your typical rate cutting cycle
We see inflation limiting how much central banks can cut interest rates. Ann-Katrin Petersen, Chief Investment Strategist at the BlackRock Investment Institute, shares why we like U.S. stocks over Europe’s as they benefit from artificial intelligence.
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Mega forces: infrastructure required
Mega forces are creating major infrastructure needs. Christian Olinger, Portfolio Strategist of the BlackRock Investment Institute discusses why we find the most investment opportunities today in places where multiple mega forces intersect.
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Staying dynamic in our strategic views
We stay dynamic on a strategic horizon to take advantage of sharp valuation shifts. Vivek Paul, Global Head of Portfolio Research at the BlackRock Investment Institute, shares why we go overweight emerging market stocks for the first time since 2020.
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Weak yen unlikely to end Japan’s rally
We think the weak yen is unlikely to end the positive momentum in Japanese equities. Ben Powell, Chief Investment Strategist for Asia Pacific of the BlackRock Investment Institute, explains why we stay overweight Japanese stocks.
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Looking through the Fed’s signals
Nicholas Fawcett, Senior Economist of the BlackRock Investment Institute, shares why we look to incoming data to determine where the Federal Reserve will go, rather than its policy signals. Solid corporate earnings keep us overweight U.S. stocks.
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Mega forces: why they matter now
Geopolitical risk has escalated in the Middle East. The flare-up of tensions in the region and brief market fallout underscore that mega forces affect returns now. Wei Li, Global Chief Investment Strategist, shares more.
Customer Reviews
Easy digest
Great short takes on the markets! Glad to get regular insights from BlackRock in podcast format.